Overview

• The Trump administration has started processing export licenses for Nvidia’s H20 GPUs following its reversal of the April ban.
• Nvidia has ordered an additional 300,000 H20 units from contract manufacturers to replenish inventory for Chinese customers.
• China’s Cyberspace Administration summoned Nvidia on July 31 to explain suspected tracking, location and remote-shutdown features in the H20 chips.
• Major Chinese AI firms such as Baidu, Tencent and Alibaba have rapidly acquired H20 chips for their superior memory bandwidth and networking performance.
• Analysts warn that restored access to US GPUs could speed China’s efforts to build domestic semiconductor alliances and achieve greater self-reliance.